Anic Equity¶
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Total return since start: 0.663 %¶
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Equity now: -----------------------------> 50803.35 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45240.43 Kr¶
PnL: ---------------------------------------> -337.16 Kr¶
DD now: ---------------------------------> -4.362 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 12:14:47.194800'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hexatronic Group | 15 | 4.000000 | 1092.900000 | 25.200000 | 2.360000 | 1067.700000 |
| Hexagon B | 26 | -0.490000 | 3435.900000 | 24.700000 | 0.720000 | 3411.200000 |
| Nederman Holding | 1 | -0.930000 | 214.000000 | 15.000000 | 7.540000 | 199.000000 |
| INVISIO | 15 | -1.040000 | 3577.500000 | 15.000000 | 0.420000 | 3562.500000 |
| Sagax B | 4 | -0.490000 | 898.000000 | 14.800000 | 1.680000 | 883.200000 |
| Orrön Energy | 170 | -2.540000 | 2053.600000 | 12.750000 | 0.620000 | 2040.850000 |
| Profoto Holding | 7 | -0.240000 | 593.600000 | 11.600000 | 1.990000 | 581.999999 |
| Atrium Ljungberg B | 5 | 0.330000 | 911.500000 | 10.000000 | 1.110000 | 901.500000 |
| Sagax A | 4 | -0.450000 | 892.000000 | 8.000000 | 0.900000 | 884.000000 |
| Platzer Fastigheter Holding B | 12 | -0.620000 | 956.400000 | 7.200000 | 0.760000 | 949.200000 |
| Vitec Software Group B | 2 | -1.690000 | 1107.000000 | 6.000000 | 0.540000 | 1101.000000 |
| Alimak Group | 12 | 0.480000 | 1010.400000 | 6.000000 | 0.600000 | 1004.400000 |
| OX2 | 12 | -2.440000 | 912.600000 | 6.000000 | 0.660000 | 906.600000 |
| Gränges | 10 | 4.620000 | 1041.000000 | 5.000000 | 0.480000 | 1036.000000 |
| Addnode Group B | 7 | -1.970000 | 907.900000 | 4.900000 | 0.540000 | 903.000000 |
| ASSA ABLOY B | 4 | -1.030000 | 995.200000 | 4.400000 | 0.440000 | 990.800000 |
| Latour B | 4 | -2.590000 | 858.000000 | 4.000000 | 0.470000 | 854.000000 |
| Sandvik | 4 | -1.070000 | 849.200000 | 3.600000 | 0.430000 | 845.600000 |
| JM | 7 | -1.090000 | 951.300000 | 3.500000 | 0.370000 | 947.800000 |
| BHG Group | 109 | -5.160000 | 1422.450000 | 3.270000 | 0.230000 | 1419.180000 |
| HEXPOL B | 8 | -0.660000 | 958.400000 | 3.200000 | 0.340000 | 955.200000 |
| SKF B | 5 | -1.130000 | 980.250000 | 2.250000 | 0.230000 | 978.000000 |
| Byggmax Group | 33 | -1.410000 | 966.240000 | 1.320000 | 0.140000 | 964.920000 |
| Biotage | 1 | -6.650000 | 147.300000 | -0.200000 | -0.140000 | 147.500000 |
| Hennes & Mauritz B | 6 | -1.240000 | 908.880000 | -1.080000 | -0.120000 | 909.960000 |
| Hoist Finance | 36 | 0.720000 | 1006.200000 | -1.800000 | -0.180000 | 1008.000000 |
| AcadeMedia | 20 | -1.100000 | 973.600000 | -2.000000 | -0.210000 | 975.600000 |
| BioGaia B | 8 | -1.920000 | 900.000000 | -2.400000 | -0.270000 | 902.400000 |
| Catena | 2 | -0.150000 | 800.800000 | -2.800000 | -0.350000 | 803.600000 |
| Eastnine | 6 | -1.450000 | 652.800000 | -4.200000 | -0.640000 | 657.000000 |
| EQT | 4 | -2.350000 | 864.800000 | -6.000000 | -0.690000 | 870.800000 |
| Vitrolife | 3 | -2.200000 | 667.800000 | -9.200000 | -1.360000 | 677.000001 |
| Investor B | 3 | -1.170000 | 647.100000 | -10.900000 | -1.660000 | 657.999999 |
| Creaspac SPAC | 40 | -0.840000 | 3796.000000 | -28.000000 | -0.730000 | 3824.000000 |
| VEF | 788 | -1.900000 | 1867.560000 | -29.940000 | -1.580000 | 1897.504000 |
| Balco Group | 39 | -2.330000 | 1801.800000 | -73.200000 | -3.900000 | 1874.999997 |
| Sedana Medical | 93 | -4.270000 | 2587.260000 | -396.320000 | -13.280000 | 2983.577733 |
| TOTAL | 45207.240000 | -370.350000 | -4.42427% | 45577.591729 |
Updated:¶
'2023-06-19 12:12:47.176248'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
